As a Member Success Manager at Collective, you are the business owner of your book. Roughly 800 solo entrepreneurs rely on you as their trusted advisor and main point of contact. You're the client-facing representation of our team and our brand. We're looking for people who truly care about helping solopreneurs build the businesses they're betting their livelihoods on.

This is a proactive role, not a reactive one. You won't just be responding to tickets. You'll be working your book like a portfolio. Knowing who's at risk before they ask, spotting the members ready for the next step, and showing up early instead of late. The members you serve deserve someone in their corner before something goes wrong, and you'll be measured on whether you deliver that.

You'll be exposed to a wide variety of scenarios that require resourcefulness and judgment. No two days will be the same, but the work is genuinely rewarding. You are a key advisor to our entrepreneurs, and the difference you make in their year, financially and operationally, is real.

Please note: You are expected to be online and available for members 9am-5pm Pacific Time hours.

Manage and Grow Your Book of Business

Manage a portfolio of approximately 800 members as their dedicated success manager.

Build strong relationships and proactively engage members based on their goals, risks, and opportunities.

Provide year-round support and guidance tailored to each member’s financial and business needs.

Identify at-risk members and expansion opportunities, driving retention and growth within your book.

Advise Members on Tax and Business Operations

Educate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end.

Guide members through quarterly check-ins, estimated taxes, and ongoing business operations.

Member Success Manager

Responsibilities

Benefits

Company

Collective

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